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BC

Burney Company Portfolio holdings

AUM $3.2B
1-Year Est. Return 27.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$4.21M
3
+$3.12M
4
AAPL icon
Apple
AAPL
+$3.09M
5
XLS
EXELIS INC COM STK
XLS
+$2.85M

Top Sells

1
+$8.31M
2
+$5.54M
3
+$3.6M
4
PDLI
PDL BioPharma, Inc.
PDLI
+$3.44M
5
ARLP icon
Alliance Resource Partners
ARLP
+$3.11M

Sector Composition

1 Industrials 19.54%
2 Healthcare 17.03%
3 Technology 12.84%
4 Financials 12.34%
5 Consumer Discretionary 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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